19 Retracting Notes

Retracting Notes

Retracting a note zeros out the note, no time or units are used. Once a note is signed a DMS document is created which prevents the note from being deleted. Even if the note is unsigned, the DMS document remains, preventing the note from being deleted.

1)       Open the note

2)       Select Retract (bottom left)

3)       Enter password and reason for retraction

4)       Approve the note by selecting process > Check Approve for Billing > Enter Password > OK

a.       Note: Since the note is retracted, the note cannot be billed. This is the final step to approving the retraction

Note: All required fields must be completed, the note must be signed, and the note must be unapproved to retract.